A complete list of active advisors currently associated with Forward Financial LLC

Warmer can help you find a great advisor at Forward Financial LLC or one who fits your needs even better.

Forward Financial provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, corporations and retirement plan sponsors. Services include ongoing portfolio management, 401(k) and ERISA plan consulting (both limited 3(21) advice and full 3(38) investment manager roles), as well as general financial planning and business exit planning. The firm’s investment advice is tailored to clients’ stated goals, time horizons and risk tolerance and draws on asset‑allocation, modern portfolio theory, quantitative and fundamental analysis. Forward Financial regularly uses sub‑advisors and third‑party managers (including a referral/co‑advisor relationship with Matson Money), oversees those managers on an ongoing basis, and discloses that it may receive referral or sub‑advisor fees in such arrangements. What is distinctive about Forward Financial compared with many small independent advisers is its explicit pension consulting capability and willingness to serve as a discretionary 3(38) manager for retirement plans, with documented services such as investment policy development, qualified default investment alternative selection, and participant education (while excluding certain illiquid or employer‑held assets). The firm also offers business exit planning informed by a Certified Exit Planner credential and discloses other revenue sources such as insurance commissions and TPM referral fees that may present conflicts of interest.

To learn more about the advisors currently working at Forward Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Clark Forward	Houston, TX	22

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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